Packages

Three flagship engagement models.

Each is designed around a specific client profile and stage of growth. All are delivered by a dedicated pod — never a single contractor.

Foundation Team

Entry-level accounting operations pod for businesses establishing a reliable financial function.

Ideal for clients who need consistent monthly close and clean books without the overhead of hiring in-house.

Best for
Startups and small businesses under $2M revenue
Engagement
Fixed monthly retainer

Typical scope

  • Bookkeeping
  • Accounts receivable and payable
  • Bank reconciliations
  • Monthly close
  • Basic reporting
Discuss this package

Partner Pod

Multi-FTE white-label capacity for firms scaling client delivery.

Built for accounting firms, bookkeeping agencies, and consulting practices. Your clients see your brand — we handle execution behind the scenes.

Best for
Agencies, accounting firms, and consultancies scaling delivery capacity
Engagement
Retainer plus marked-up staff cost

Typical scope

  • White-labeled delivery across any of our six service lines
  • Multi-FTE dedicated capacity
  • Structured around your client SLAs
Discuss this package

Pricing is set during discovery, against documented scope. No opaque billing, no hidden hours, no surprise scope creep.

One-time engagement

Process and Systems Setup

A one-time engagement to design and implement the systems that make ongoing delivery efficient.

Often bundled with any of the three team packages as an onboarding phase.

Fixed-price project, typically 4 to 8 weeks

Typical scope

  • Workflow mapping
  • ERP configuration or optimization
  • SOP development
  • Automation build-out
  • Team training
Questions

Before you ask

Do you publish fixed prices?

No — and deliberately. Scope varies enough between businesses that a public rate card would be misleading. What we do commit to is leaving discovery with clear pricing rather than a range, and no surprise scope creep after that.

Can we switch packages later?

Yes. Most clients start on Foundation Team and move to Growth Team as reporting and modeling needs grow. Because we document your workflows as we go, moving up does not mean re-onboarding.

What happens if someone on our pod is out?

Nothing changes for you. Every pod is staffed with named primary owners plus backup coverage, so vacations, illness, and turnover do not interrupt delivery.

Do we have to bundle Process and Systems Setup?

No. It is a standalone fixed-price project, though many clients run it as the onboarding phase of a team package because it makes ongoing delivery meaningfully more efficient.

Which package fits your business?

Tell us your revenue stage and where the friction is. We will recommend a model — or tell you honestly if none of them fit yet.